Same thing here. Gets a little confusing at times, eh?

In the "Part Item - View" we always update the vendor field and post the vendor invoice number so we have it in history regardless of how part was sourced. Also, in Vendor configurations, I have prefixed my top vendors with a numeral. For instance- 1AutoZone, 2O'Reilly, etc. so when I am in that fie...

F6 is my go to. Search by name, phone last 4, tag #.

Thanks for your help, guys!

CRM service.

Thanks, Tim. So I can't edit appt. reminder text? Here's our problem- We don't usually make "appointments" for a specific time, but "reservations" for the day. For instance, if Joe Smith wants to drop off for Wednesday and I enter it on the schedule for the next available slot, say 4:00 pm, he gets ...

How do I edit text and email reminders templates in scheduler? The edit functions are grayed out.

Thanks!